Root Financial Partners’s Thermo Fisher Scientific TMO Stock Holding History

Root Financial Partners’s Portfolio TMO Stock Details TMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Buy	439 +115	+35%	+$55.2K	0.01%	371
2026 Q1	$159K	Sell	324 -49	-13%	-$26.6K	0.01%	395
2025 Q4	$216K	Sell	373 -182	-33%	-$103K	0.01%	284
2025 Q3	$269K	Sell	555 -364	-40%	-$169K	0.02%	225
2025 Q2	$373K	Buy	919 +413	+82%	+$173K	0.04%	158
2025 Q1	$252K	Buy	506 +24	+5%	+$13K	0.03%	177
2024 Q4	$251K	Buy	+482	New	+$265K	0.03%	175

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Root Financial Partners's TMO Position: Q2 2026 in Review

Root Financial Partners increased its Thermo Fisher Scientific (TMO) stake by 35% in Q2 2026, buying an estimated $55.2K and bringing the position to 439 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #371.

Root Financial Partners first reported a position in TMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q2 2025. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Root Financial Partners held 439 shares of Thermo Fisher Scientific worth $220K as of Q2 2026.
Root Financial Partners bought 115 Thermo Fisher Scientific shares in Q2 2026, an estimated $55.2K.
Thermo Fisher Scientific made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #371 holding.
Root Financial Partners first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's Thermo Fisher Scientific position peaked at $373K in Q2 2025.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.